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Angel Oak High Yield Opportunities ETF

15 hedge funds and large institutions have $21M invested in Angel Oak High Yield Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $17.5M → $21M (+$3.51M)

7% more funds holding

Funds holding: 1415 (+1)

2.66% more ownership

Funds ownership: 23.23%25.89% (+2.7%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$10.1M +$4.72M +433,516 +88%
UBS Group
2
UBS Group
Switzerland
$2.68M +$503K +46,137 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.12M +$131K +12,063 +7%
LPL Financial
4
LPL Financial
California
$2.1M -$144K -13,194 -6%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.23M -$268K -24,631 -18%
PAG
6
Private Advisor Group
New Jersey
$600K -$98.1K -8,998 -14%
Jane Street
7
Jane Street
New York
$570K +$145K +13,311 +34%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$491K +$302K +27,694 +159%
IFG
9
Independent Financial Group
California
$400K +$401K +36,777 New
FA
10
Flagstar Advisors
New York
$191K +$63.8K +5,856 +50%
Stifel Financial
11
Stifel Financial
Missouri
$183K +$183K +16,775 New
PO
12
Private Ocean
California
$176K
FTUS
13
Flow Traders U.S.
New York
$118K +$118K +10,793 New
Osaic Holdings
14
Osaic Holdings
Arizona
$48.7K -$21.6K -1,984 -31%
DCM
15
Davis Capital Management
Florida
$11.7K +$11.8K +1,079 New
KAM
16
Kensington Asset Management
Texas
-$2.02M -184,331 Closed
Citadel Advisors
17
Citadel Advisors
Florida
-$408K -37,199 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$12K -1,097 Closed

AOHY Hedge Fund Activity: Q2 2024 in Review

15 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Angel Oak High Yield Opportunities ETF (AOHY) for Q2 2024, worth a combined $21M — up 20% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AOHY positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $4.72M. The largest seller was Kensington Asset Management, exiting entirely with an estimated $2.02M sold.

  • 15 institutional investors held Angel Oak High Yield Opportunities ETF (AOHY) as of Q2 2024, up from 14 in Q1 2024.
  • Funds reported $21M of Angel Oak High Yield Opportunities ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 4 funds opened new Angel Oak High Yield Opportunities ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Angel Oak High Yield Opportunities ETF buyer in Q2 2024 was Arkadios Wealth Advisors, an estimated $4.72M added.
  • The largest Angel Oak High Yield Opportunities ETF seller in Q2 2024 was Kensington Asset Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.